Salesforce AgentForce & Copilot Course: Master Prompt Builder and AI Automation

Are you ready to harness the power of AI in Salesforce? Welcome to our comprehensive Salesforce AgentForce-Einstein Copilot & Prompt Builder Course! This course is designed to transform your skills and make you proficient in leveraging Salesforce's cutting-edge AI capabilities for real-world applications. Whether you're a developer, admin, or business professional, this course offers you the tools to boost productivity and deliver smarter solutions using Salesforce Einstein.

What You Will Learn

Our course is structured to ensure you get hands-on experience with Salesforce Einstein's most powerful tools, with practical examples and exercises to reinforce your learning. Here's what you can expect:

1. Introduction to Data Cloud With Einstein Studio

Gain an in-depth understanding of how AgentForce integrates with Salesforce Data Cloud. You'll learn:

Introduction to AgentForce – How it revolutionizes customer interactions

Public vs. Private Data Models – Differences and when to use each

Einstein 1 Studio Architecture – Explore the architecture and understand how it connects with your data cloud.

2. Einstein Copilot Studio: Your Gateway to AI Communication

Learn how to interact with AI-driven Salesforce tools to streamline your workflows and automate actions. We cover:

Einstein Copilot Standard Actions – Discover the out-of-the-box actions Einstein Copilot can handle

Custom Actions with Flows – Learn to build customized workflows using Salesforce Flows

Custom Actions with Apex – Create custom actions with powerful Apex code

Copilot Analytics – Use Einstein Copilot to derive actionable insights from your data

Best Practices & Governor Limits – Maximize efficiency while staying within Salesforce governor limits

3. Einstein Copilot Prompt Builder & Templates

The Prompt Builder is your tool for crafting custom commands and interactions with Einstein Copilot. You will explore:

Introduction to Prompt Builder – Understand how Prompt Builder functions and how to leverage it for your needs

Field Generation Prompt Template – Learn how to auto-generate field data efficiently

Using Flow and Apex in Field Generation – Combine Salesforce Flow and Apex for maximum automation potential

Record Generation – Automate record creation with prompts

Flex Type Prompt Template – Implement dynamic templates that adapt based on user inputs

Flex Templates in LWC – Utilize Flex Templates within Lightning Web Components for advanced UI customization

Send Email Prompt Template – Streamline email communications using AI-generated email templates

Apex in Email Templates – Integrate Apex code for personalized and dynamic email templates

4. Capabilities for Einstein for Developers

This section is geared toward developers looking to integrate Einstein with their development environment. Key topics include:

Enable Einstein for Developers in VS Code – Learn how to set up your development environment for AI-powered assistance

Ask Einstein to Write Apex/LWC Code – Save time by letting Einstein assist in writing Apex and Lightning Web Component code

Test Class Generation – Einstein can automatically write test classes for your Apex code, helping you follow best practices with minimal effort

Predictive Code Suggestions – Use Einstein's predictive capabilities to complete code snippets and reduce manual input

LWC Component Creation – Automate LWC component creation with Einstein’s powerful AI

Why Take This Course?

By the end of this course, you will:

Increase Productivity – Leverage AI to automate time-consuming tasks like writing code, generating templates, and creating workflows

Stay Competitive – Salesforce’s AI tools are the future of CRM and development. This course will help you stay ahead of the curve

Hands-On Learning – Our course offers interactive exercises and real-world scenarios to ensure you can apply what you learn

Who Should Enroll?

Salesforce Developers – Maximize your development capabilities with AI-powered tools

Salesforce Admins – Automate routine tasks and increase efficiency with Einstein’s Copilot

Business Professionals – Leverage AI to drive data-driven decisions, automate processes, and improve customer interactions